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 Gainsight Training
Admin Series

Advanced
Bionic Rules
Q3 2018
Agenda

Class is held in two 2-hour sessions:

To get credit for the course:
• Attend or watch each session
• Complete the quiz at the end of the last session
Resources / Pre-Requisites
• Training / Demo org
• Excel / Google Sheets
• Not Required: S3
• Admin Workbook
2 Day Agenda

Day 1 Day 2
• Salesforce Data • MDA Data
• Dataset Task • Merge Task – MDA & Salesforce
• Pivot Task
• Merge Task - Salesforce
• Load to MDA
• Transformation Task • Create CTA
• Load to Customers
• Set Scorecard 2.0
Conceptual Review of
Bionic Rules
RULES ENGINE: THE BRAIN of GAINSIGHT

Powerful and complex automation tool

Build business rules to drive business processes

Analyze customer data and automate tasks

Sources data from Salesforce and MDA

Bionic Rules - The What and The Why
They can perform multiple fetches & transformations in a single rule, including tasks to fetch
data from multiple sources, merge, aggregate, pivot and then load to an object.

WHY BIONIC RULES?

BIG Data Processing

Combine Internal Salesforce Data and External Data

Multistep Processing:
THINK: Data from many different objects all at once
Bionic Rules structure
So what does all that mean for your business?

• Empower your Customer Success Team

• Accelerate data transformations and calculations

• Eliminate the need to duplicate data in MDA to aggregate/transform/pivot the

data

In a nutshell, you can take customer data in whatever format you find it, ingest it
into Gainsight, and manipulate it to find new insight and drive differentiated action.
Creating a
Bionic Rule
1 CREATE RULE

• Administration > Rules Engine > +Rule

• From the Rule Type drop down list,

select Bionic

• In the Rule For field, select Account

• Enter a Rule Name

• Enter a Rule description (Optional)

• Click Next to go to the next screen

2 SETUP RULE

• Click on Dataset Task to go to the Setup screen

• In the Setup Rule screen, enter the Task Name,

Task Description, and Output Dataset Name.

• Click SAVE to create a task and query from

Usage Data on the fields selected earlier. You
can also add Filters and work on the task
2 SETUP RULE

• Select Native Data, MDA or Data Spaces as

the Data Source

• Select Account as the source object

• Drag and drop the fields you wish to see in the

show area

• Add any filters you wish to set

• Click Save
2 SETUP RULE

• Click on the back arrow beside the Taskbar to

return to the Setup screen

• Here you can see the first fetched dataset

• Click on the +Task button to begin create the

second data set

• From the drop down select Dataset

2 SETUP RULE

• For creating the second data set, we

repeat the process

• Enter the Task Name, Task

Description, and Output Dataset
Name.

• Drag and drop the fields you wish to

see in the show area

• Click Save

• Click on the back arrow beside the

Task bar to return to the Setup screen
2 SETUP RULE

• An error message appears that says you

cannot proceed with multiple output tasks

• The error message appears because

multiple output tasks are not supported in
the Setup screen.

• Therefore, we will merge/pivot/aggregate

the output tasks to proceed
Merging Output tasks

• Click on the +Task button

• From the drop down select Merge

• Enter the Task Name as Merge,

Task Description (Optional), and
Output Dataset Name
Merging Output tasks

• In the criteria section, select the source of

the first data set created, to merge with the
second data set created and select Join
type

• Click Merge On Field

• This will open the following fields: Select

Source and Select Target. Select the
appropriate fields
Merging Output tasks
• The show fields will display the fields as
well as their output labels from both
sources.

• Select an appropriate field (e.g.id). Click

enable export to S3 if you wish to export it

• Click on Save

• Click on the back arrow beside the Task

bar to return to the Setup screen

• The merged task will be available on the

Setup screen
3 SETUP ACTION

• Click on the Setup Action and click on

+Action

• Chose the Task to take action on

• Choose the appropriate Action type from

the drop down list

• Configuration of Actions varies

Configure the Bionic Rule

• Click Run Now to test the newly saved rule. The

Run Now window pops up. You can add an email
address if you want to send the results to an
address other than current login.

• After testing, you may also Schedule the rule

But first…Merges!
SQL joins are confusing...or not!
Table A Table B
What are Bionic Rule joins?
Name that join
Select Most Recently Closed Opportunity and Fetch the ARR

Right – All Opportunities

Left – MAX Close Date
Name that join
Select Most Recently Closed Opportunity and fetch the ARR

Left – MAX Close Date Right – All Opportunities

Name that join
Score Accounts with Usage Data Green/Yellow & Accounts without
Usage Data Red
Left – Usage Data Right – All Accounts
Name that join
Score Accounts with Usage Data Green/Yellow & Accounts without
Usage Data Red
Left – Usage Data Right – All Accounts
Name that join
Find Accounts that have Cases Opened in the Past 7 Days OR Find the
Longest Open Date for a Case
Left – Count of Cases
in Past 7 Days Right – Longest Open Date
Name that join
Find Accounts that have Cases Opened in the Past 7 Days OR Find the
Longest Open Date for a Case
Left – Count of Cases
in Past 7 Days Right – Longest Open Date
Name that join
Create a CTA when a Customer hasn’t logged in within 30 days AND
usage has dropped by more than 75% in past 90 days.

Left – Login more

than 30 days ago Right – Usage %
Name that join
Create a CTA when a Customer hasn’t logged in within 30 days AND
usage has dropped by more than 75% in past 90 days.

Left – Login more

than 30 days ago Right – Usage %
Part 1 Exercises
Part 1 Exercises – Salesforce Data
Focus on 3 specific topics:
1. Native Salesforce Data
2. Dataset task
3. Merge task

4 use cases:
1. Find the most recently closed Opportunity
2. Set Score from Case Data
3. Set Score from Training Data AND Merge with Contacts
4. Export to S3
 Coming Up: Part 2
MDA Objects & Pivots
Part 2 Exercises – MDA Objects
Focus on 4 specific topics:
1. MDA Objects
2. Merge task w/SFDC Objects
3. Pivot Task
4. Transformation Task – Formula Field

5 use cases:
1. Find the Most Recently Closed Opportunity, Load to Products Object
2. Pivot Product Data and Load to Pivoted MDA Object
3. Aggregate Product Data to User-Level MDA Object
4. Trend Product Data to Create a CTA
5. Set Usage Data Score from Product Data
Reminders for Part 2
Practice Makes Perfect:
1. Continue practicing these exercises – check out the bonus scenarios
2. Start exploring use cases within your own Gainsight instance

Finish Prepwork for Part 2:

1. Don’t forget to complete steps 3 – 6 before Thursday
1. Sync Standard Objects
2. Create Scorecard
3. Setup MDA Tables
4. Import data via S3
Q&A
 Gainsight Training
Admin Series

Advanced Bionic
Rules – Part 2
Q3 2018
Agenda
• Recap
• Dataset Task
• Merge Task
• Transformation Task

• Overview of New Concepts

• MDA Data
• Pivot Task
• Transformation Task

• Walkthrough Use Cases Live

• Q&A & Quiz

Material Review – What you need

• PrepWork
• Steps 3 - 6 (Part 2)

• Part 2 Exercises

• Part 2 Exercises – Walkthrough

• Your Training Org!

2 Day Agenda

Part 1 Part 2
• Salesforce Data • MDA Data
• Dataset Task • Merge Task – MDA & Salesforce
• Pivot Task
• Merge Task - Salesforce
• Load to MDA
• Transformation Task • Create CTA
• Load to Customers
• Set Scorecard 2.0
Part 1 Recap
Part 1 - Recap
Focused on 3 specific topics:
1. Native Salesforce Data
2. Dataset task
3. Merge task

5 use cases covered:

1. Custom Rule vs Bionic Rule
2. Find the most recently closed Opportunity
3. Set Score from Case Data
4. Set Score from Training Data AND Merge with Contacts
5. Export to S3
Bionic Rules - The What and The Why
Bionic Rules are an enhancement to Rules Engine

They can perform multiple fetches & transformations in a single rule, including tasks to fetch
data from multiple sources, merge, aggregate, pivot and then load to an object.

WHY BIONIC RULES?

BIG Data Processing

Combine Internal Salesforce Data and External Data

Multistep Processing:
THINK: Data from many different objects all at once
WHY Bionic Rules

• Custom rules are going away

• Bionic Rules can perform multiple steps with data

• Bionic Rules can fetch data from multiple sources

• Bionic Rules can merge, aggregate, pivot and then load to an object

• Bionic Rules are faster

…..and all this using a SINGLE RULE!!

Setting up a Bionic Rule – Dataset Task #1

• Click on Dataset Task to go to the Setup screen

• In the Setup Rule screen, enter the Task Name,

Task Description, and Output Dataset Name.

• Click SAVE to create a task and query from an

object on the fields selected in the Show. You
can also add Filters to limit the records that are
queried
Setting up a Bionic Rule – Dataset Task #2

• Click on the back arrow beside the Taskbar to

return to the Setup screen

• Here you can see the first fetched dataset

• Click on the +Task button to begin create the

second data set

• From the drop down select Dataset

Setting up a Bionic Rule
• On the Setup screen, we can see both the
datasets. Click on Next

• An error message appears that says you

cannot proceed with multiple output tasks

• Clicking Setup Action also throws out

another error message informing of an
invalid rule setup

• The error messages appear because

multiple output tasks are not allowed in the
Setup screen.

• Therefore, we will need to

merge/pivot/aggregate the output tasks to
proceed
Merging Output tasks

• Click on the +Task button

• From the drop down select Merge

• Enter the Task Name as Merge,

Task Description (Optional), and
Output Dataset Name
Merging Output tasks

• In the criteria section, select the source of

the first data set we created to merge with
the second data set we created and select
Retain common records from both for Join
type

• Click Merge On Field

• This will open the following fields: Select

Source and Select Target. Select the
appropriate fields
Merging Output tasks

• The show fields will display the fields as

well as their output labels from both
sources.

• Click on Save

• Click on the back arrow beside the Task

bar to return to the Setup screen

• The merged task will be available on the

Setup screen
Perform an Action
• Click on the Setup Action and click on
Action

• Choose the appropriate Action type from

the drop down list

• A set of fields are displayed below the

chosen action type

• Choose the appropriate option for each of

these. An example is provided in the next
slide
Part 2 – New Concepts
StoneHenjj

For Part 2 exercises, you work for a company called StoneHenjj, that produces carts for moving
assets from one location to another. StoneHenjj has 3 flagship products:
• Cart
• GoCart
• CaveMaster

You are implementing Gainsight at StoneHenjj with the following requirements in mind:
• Ability to load data from Salesforce to use within the Gainsight MDA for CTAs and setting the
Health Score
• Understand product adoption for your 3 flagship products
• Import external product data to complete analysis of adoption and usage
• Analyze individual users to encourage power users
Part 2 Exercises – MDA Objects
Focus on 4 specific topics:
1. MDA Objects
2. Merge task w/SFDC Objects
3. Pivot Task
4. Transformation Task – Formula Field

5 use cases:
1. Find the Most Recently Closed Opportunity, Load to Products Object
2. Pivot Product Data and Load to Pivoted MDA Object
3. Aggregate Product Data to User-Level MDA Object
4. Trend Product Data to Create a CTA
Pivot Task – Pivoting Event Level Data
Pivot Task – Pivoting Event Level Data
Pivot Task - Aggregation
Pivot Task - Aggregation
Transformation Task w/Formula
Types of supported formulas in Bionic Rules
• Numeric Formulas
• Logins + Downloads
• Current Score – Previous Score
• NPS Avg * 10
• Trend Formulas
• Moving average of a metric over a time window
• Trend in percentage (time window, Avg of past N window)
Part 2 Exercises
Part 2 Exercises – MDA Objects
Focus on 4 specific topics:
1. MDA Objects
2. Merge task w/SFDC Objects
3. Pivot Task
4. Transformation Task – Formula Field

4 use cases:
1. Find the Most Recently Closed Opportunity, Load to Products Object
2. Pivot Product Data and Load to Pivoted MDA Object
3. Aggregate Product Data to User-Level MDA Object
4. Trend Product Data to Create a CTA
Follow Ups
Practice Makes Perfect:
1. Continue practicing these exercises – check out the bonus scenarios
2. Start exploring use cases within your own Gainsight instance

Attend Next Training Session!

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Q&A